XML Financial LLC Makes New Investment in TransUnion $TRU

XML Financial LLC acquired a new position in TransUnion (NYSE:TRU) in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 14,566 shares of the business services provider’s stock, valued at approximately $1,008,000.

A number of other institutional investors have also recently bought and sold shares of TRU. Royal Bank of Canada grew its position in TransUnion by 85.3% during the first quarter. Royal Bank of Canada now owns 75,761 shares of the business services provider’s stock valued at $6,288,000 after buying an additional 34,867 shares during the period. Geneos Wealth Management Inc. grew its stake in TransUnion by 1,318.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock valued at $26,000 after buying an additional 290 shares in the last quarter. Invesco Ltd. raised its stake in shares of TransUnion by 4.5% during the 2nd quarter. Invesco Ltd. now owns 578,599 shares of the business services provider’s stock valued at $50,917,000 after purchasing an additional 24,736 shares during the period. EverSource Wealth Advisors LLC increased its position in shares of TransUnion by 59.5% during the second quarter. EverSource Wealth Advisors LLC now owns 528 shares of the business services provider’s stock valued at $46,000 after buying an additional 197 shares during the period. Finally, The Manufacturers Life Insurance Company increased its holdings in TransUnion by 2.2% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 576,019 shares of the business services provider’s stock worth $50,690,000 after acquiring an additional 12,280 shares during the period.

TransUnion Stock Performance

Shares of NYSE TRU opened at $64.39 on Tuesday. The company has a quick ratio of 1.93, a current ratio of 1.93 and a debt-to-equity ratio of 1.10. TransUnion has a 52-week low of $63.37 and a 52-week high of $99.39. The company has a market cap of $12.41 billion, a PE ratio of 17.84, a PEG ratio of 1.14 and a beta of 1.56. The firm’s 50-day moving average price is $70.24 and its 200-day moving average price is $75.39.

TransUnion (NYSE:TRU) last announced its earnings results on Tuesday, April 28th. The business services provider reported $1.18 earnings per share for the quarter, beating analysts’ consensus estimates of $1.11 by $0.07. The business had revenue of $1.25 billion during the quarter, compared to analyst estimates of $1.21 billion. TransUnion had a net margin of 14.91% and a return on equity of 16.09%. The company’s quarterly revenue was up 13.7% compared to the same quarter last year. During the same period in the previous year, the business earned $1.05 EPS. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. As a group, analysts anticipate that TransUnion will post 4.21 EPS for the current year.

TransUnion Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, June 11th. Stockholders of record on Wednesday, May 27th were paid a dividend of $0.125 per share. This represents a $0.50 annualized dividend and a dividend yield of 0.8%. The ex-dividend date was Wednesday, May 27th. TransUnion’s dividend payout ratio (DPR) is currently 13.85%.

Analysts Set New Price Targets

TRU has been the topic of several recent analyst reports. Morgan Stanley lowered their price target on TransUnion from $105.00 to $100.00 and set an “overweight” rating on the stock in a report on Wednesday, March 11th. Wall Street Zen lowered shares of TransUnion from a “buy” rating to a “hold” rating in a research report on Saturday, April 18th. JPMorgan Chase & Co. cut their target price on shares of TransUnion from $95.00 to $90.00 and set an “overweight” rating on the stock in a report on Wednesday, April 29th. Mizuho started coverage on TransUnion in a report on Thursday, April 16th. They set a “neutral” rating and a $80.00 price target on the stock. Finally, UBS Group decreased their price objective on shares of TransUnion from $75.00 to $72.00 and set a “neutral” rating for the company in a report on Tuesday, June 16th. One analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat.com, TransUnion has a consensus rating of “Moderate Buy” and a consensus price target of $91.47.

Insider Activity at TransUnion

In other news, insider Todd C. Skinner sold 1,000 shares of the stock in a transaction on Monday, June 1st. The shares were sold at an average price of $70.73, for a total value of $70,730.00. Following the completion of the sale, the insider directly owned 65,634 shares of the company’s stock, valued at $4,642,292.82. This represents a 1.50% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Steven M. Chaouki sold 5,000 shares of the stock in a transaction on Thursday, April 2nd. The stock was sold at an average price of $70.00, for a total value of $350,000.00. Following the completion of the sale, the insider owned 89,711 shares of the company’s stock, valued at $6,279,770. The trade was a 5.28% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 25,666 shares of company stock worth $1,843,542. Corporate insiders own 0.37% of the company’s stock.

TransUnion Company Profile

TransUnion is a global information and insights company that helps businesses and consumers make critical decisions using data and analytics. As one of the three major credit bureaus in the United States, TransUnion collects and aggregates credit information on individuals and businesses, providing credit reports, risk scores and portfolio management tools to financial institutions, lenders, landlords and other decision makers. Its consumer-facing products enable individuals to monitor credit status, detect identity theft and access personalized financial insights.

The company’s offerings span credit risk assessment, identity management, fraud prevention and marketing solutions.